Principia Wealth Advisory, LLC SPTM Holdings History
Principia Wealth Advisory, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Principia Wealth Advisory, LLC held 182,023.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $12.02 Mil. This investment constitutes 11.51% of their stock portfolio, and Principia Wealth Advisory, LLC now holds 0.13% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2024Q4. And since then Principia Wealth Advisory, LLC has made 1 purchases of SPTM, at an average price of $71.99, for a total of 182,023.00 shares. Based on historical transaction data and SPTM's current price of $76.54, Principia Wealth Advisory, LLC's estimated gain on his SPTM holdings is $827,560.34, reflecting a 6.32% gain to date.
Principia Wealth Advisory, LLC SPTM ($76.54) Holding Chart
Principia Wealth Advisory, LLC SPTM ($76.54) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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